Parallel Advisors, LLC First Tr Morningstar Dividend Transaction History

Parallel Advisors, LLC

$4.18 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 01, 2019	SELL	$29.15 - $31.57 $3,643 - $3,946	-125 Closed	0 $0
Q1 2019 May 01, 2019	SELL	$27.03 - $30.26 $3,378 - $3,782	-125 Reduced 50.0%	125 $4,000
Q3 2018 Nov 01, 2018	BUY	$28.49 - $30.14 $7,122 - $7,535	250 New	250 $7,000

Others Institutions Holding FDL

# of Institutions

393

Shares Held

64.6M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$342 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$268 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$221 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$99.8 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$78.6 Million
0.11% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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